Skip to content
Disclosery

9258 Wealth Management, LLC: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on AMZN, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 31,578 AMZN shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 31,578 shares
    Change vs previous 13F +3,539 shares

    0.87% of the 13F portfolio, value $5,883,929.

    13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 28,039 shares
    Change vs previous 13F +564 shares

    0.83% of the 13F portfolio, value $5,418,537.

    13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 27,475 shares
    Change vs previous 13F -1,311 shares

    0.77% of the 13F portfolio, value $4,955,941.

    13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F/A 28,786 shares
    Change vs previous 13F +394 shares

    0.77% of the 13F portfolio, value $4,373,745.

    13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 28,392 shares
    Change vs previous 13F -253 shares

    0.7% of the 13F portfolio, value $3,609,191.

    13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 28,645 shares
    Change vs previous 13F +759 shares

    0.7% of the 13F portfolio, value $3,734,162.

    13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 27,886 shares
    Change vs previous 13F +801 shares

    0.58% of the 13F portfolio, value $2,880,345.

    13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 27,085 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,275,140.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).